CAPITAL STRATEGIES INVESTMENT GROUP LLC
Legal name: CAP STRAT
CRD #150091 SEC #801-70212 OAKBROOK TERRACE, IL 630-320-5100
SEC Registered
Total AUM
$21.3B
Discretionary
$5.3B
Employees
23
Clients
101
Accounts
1,069
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $21.3B | $5.3B | $16B | 23 | 0 |
| Feb 2025 | $21.3B | $5.3B | $16B | 23 | 0 |
| Feb 2025 | $21.3B | $5.3B | $16B | 23 | 0 |
| Nov 2024 | $19.1B | $4.9B | $14.2B | 22 | 0 |
| Apr 2024 | $19.1B | $4.9B | $14.2B | 22 | 0 |
| Mar 2024 | $19.1B | $4.9B | $14.2B | 22 | 0 |
| Mar 2023 | $17.3B | $6.7B | $10.6B | 25 | 0 |
| Apr 2022 | $20.4B | $7.9B | $12.4B | 22 | 0 |
| Mar 2022 | $20.4B | $7.9B | $12.4B | 22 | 0 |
| Mar 2021 | $17.4B | $5.6B | $11.8B | 20 | 0 |
| Jun 2020 | $15.7B | $6.1B | $9.6B | 20 | 0 |
| Mar 2020 | $15.7B | $6.1B | $9.6B | 20 | 0 |
| Mar 2019 | $13.8B | $2.4B | $11.4B | 20 | 0 |
| Jul 2018 | $13.7B | $2.1B | $11.6B | 23 | 0 |
| Mar 2018 | $13.7B | $2.1B | $11.6B | 23 | 0 |
| Nov 2017 | $10.6B | $1.5B | $9.1B | 23 | 0 |
| Mar 2017 | $10.6B | $1.5B | $9.1B | 23 | 200 |
| Mar 2016 | $10.5B | $1.2B | $9.4B | 22 | 200 |
| Apr 2015 | $9.6B | $833.7M | $8.8B | 22 | 100 |
| Mar 2015 | $9.6B | $833.7M | $8.8B | 22 | 100 |
| Mar 2015 | $9.6B | $833.7M | $8.8B | 22 | 100 |
| Aug 2014 | $7.5B | $700.1M | $6.8B | 17 | 100 |
| Jul 2014 | $7.5B | $700.1M | $6.8B | 17 | 100 |
| Mar 2014 | $7.5B | $700.1M | $6.8B | 17 | 100 |
| Mar 2013 | $5.6B | $600M | $5B | 17 | 100 |
| Apr 2012 | $5.4B | $600M | $4.8B | 11 | 26 |
| Apr 2012 | $5.4B | $600M | $4.8B | 11 | 26 |
| Apr 2011 | $4.3B | $550M | $3.8B | -- | -- |
| Aug 2010 | $13.2M | $13.2M | $0 | -- | -- |
| Mar 2010 | $2.9B | $139.1M | $2.7B | -- | -- |
DateJul 2025
Total AUM$21.3B
Discretionary$5.3B
Non-Disc.$16B
Employees23
Clients0
DateFeb 2025
Total AUM$21.3B
Discretionary$5.3B
Non-Disc.$16B
Employees23
Clients0
DateFeb 2025
Total AUM$21.3B
Discretionary$5.3B
Non-Disc.$16B
Employees23
Clients0
DateNov 2024
Total AUM$19.1B
Discretionary$4.9B
Non-Disc.$14.2B
Employees22
Clients0
DateApr 2024
Total AUM$19.1B
Discretionary$4.9B
Non-Disc.$14.2B
Employees22
Clients0
DateMar 2024
Total AUM$19.1B
Discretionary$4.9B
Non-Disc.$14.2B
Employees22
Clients0
DateMar 2023
Total AUM$17.3B
Discretionary$6.7B
Non-Disc.$10.6B
Employees25
Clients0
DateApr 2022
Total AUM$20.4B
Discretionary$7.9B
Non-Disc.$12.4B
Employees22
Clients0
DateMar 2022
Total AUM$20.4B
Discretionary$7.9B
Non-Disc.$12.4B
Employees22
Clients0
DateMar 2021
Total AUM$17.4B
Discretionary$5.6B
Non-Disc.$11.8B
Employees20
Clients0
DateJun 2020
Total AUM$15.7B
Discretionary$6.1B
Non-Disc.$9.6B
Employees20
Clients0
DateMar 2020
Total AUM$15.7B
Discretionary$6.1B
Non-Disc.$9.6B
Employees20
Clients0
DateMar 2019
Total AUM$13.8B
Discretionary$2.4B
Non-Disc.$11.4B
Employees20
Clients0
DateJul 2018
Total AUM$13.7B
Discretionary$2.1B
Non-Disc.$11.6B
Employees23
Clients0
DateMar 2018
Total AUM$13.7B
Discretionary$2.1B
Non-Disc.$11.6B
Employees23
Clients0
DateNov 2017
Total AUM$10.6B
Discretionary$1.5B
Non-Disc.$9.1B
Employees23
Clients0
DateMar 2017
Total AUM$10.6B
Discretionary$1.5B
Non-Disc.$9.1B
Employees23
Clients200
DateMar 2016
Total AUM$10.5B
Discretionary$1.2B
Non-Disc.$9.4B
Employees22
Clients200
DateApr 2015
Total AUM$9.6B
Discretionary$833.7M
Non-Disc.$8.8B
Employees22
Clients100
DateMar 2015
Total AUM$9.6B
Discretionary$833.7M
Non-Disc.$8.8B
Employees22
Clients100
DateMar 2015
Total AUM$9.6B
Discretionary$833.7M
Non-Disc.$8.8B
Employees22
Clients100
DateAug 2014
Total AUM$7.5B
Discretionary$700.1M
Non-Disc.$6.8B
Employees17
Clients100
DateJul 2014
Total AUM$7.5B
Discretionary$700.1M
Non-Disc.$6.8B
Employees17
Clients100
DateMar 2014
Total AUM$7.5B
Discretionary$700.1M
Non-Disc.$6.8B
Employees17
Clients100
DateMar 2013
Total AUM$5.6B
Discretionary$600M
Non-Disc.$5B
Employees17
Clients100
DateApr 2012
Total AUM$5.4B
Discretionary$600M
Non-Disc.$4.8B
Employees11
Clients26
DateApr 2012
Total AUM$5.4B
Discretionary$600M
Non-Disc.$4.8B
Employees11
Clients26
DateApr 2011
Total AUM$4.3B
Discretionary$550M
Non-Disc.$3.8B
Employees--
Clients--
DateAug 2010
Total AUM$13.2M
Discretionary$13.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$2.9B
Discretionary$139.1M
Non-Disc.$2.7B
Employees--
Clients--